The Private Equity Learning Pathway

Learn about PE

 

A unique Private Equity Pathway delivered online by leading industry professionals

 

Who is this Pathway for?

The IPI Private Equity Learning Pathway is a series of 12 units which provide a holistic understanding of how a Private Equity fund works. Topics range from Deal Valuation to Compliance, Fund Structuring to Managing Portfolio Risk, and other topics such as Capital Raising, Business Management and Responsible Investing.

It provides participants with a unique opportunity to combine a full-time career with a world-class course leading to accreditation.

 

Our Global Experts

20+ senior lecturers and guest speakers from leading Private Equity firms, financial institutions and service providers. Learn from their valuable insights and access high-quality practical knowledge and experience of the Private Equity world.

 

 

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Key Facts

Format: Online, industry-led. Taught exclusively by global industry professionals

 

Duration: Self-paced, there's no mandatory scheduled online activity, so you can work at your own pace.

You have 12 months to finish the Pathway.

 

Network: Get exclusive access to a network of professionals and mentors from leading players such as Point 72, Hillhouse, Lone Star Funds, Goldman Sachs, Morgan Stanley, SS&C, and more

 

Fee: Individuals - US$ 3,000 (+VAT if applicable)

Corporate discount rates are available.

 

Want to talk to us before you apply?

Email us on info@ipi-edu.com


 

Click on the tabs below for more information about the Pathway

 

The Private Equity Learning Pathway Format

The Pathway runs continuously year-round – you can start any time!

And there’s no mandatory scheduled online activity, so you can work at your own pace.

This is an online course, featuring

  • 12 core curriculum lectures by industry professionals which can be watched in the students’ own time and at their own pace, for up to 12 months
  • online knowledge checks to test understanding
  • free membership of the IPI Professional Network for 1 year
  • regular elective webinar speaker sessions (recorded for later access if required)
  • networking events throughout the year in major cities.

The emphasis is on learning from experienced professionals and networking with members of the Private Equity industry.


Who will benefit from taking the Private Equity Pathway?

  • Private Equity professionals seeking to enhance their knowledge
  • Individuals looking to start a career in Private Equity
  • Career movers including those interested in moving to Private Banking roles
  • Service providers e.g. Private Bankers, Accounting and IT professionals, Lawyers, Trust Administrators.

 

The Pathway is taught by professionals with many years of experience in the financial services industry


Module Subject
Instructor
1 – What is Private Equity?
Dr Keith Arundale (Arundale Consulting)
2 – Fund Finances
Mark Ikauniks (Ostinato Capital)
3 – Legal Considerations
Scott Peterman (K&L Gates)
4 – Tax Considerations
Tobias Lindvelt (Tax Advisor to EY)
5 – Capital Raising & Investor Relations 
Andrew Hesse (Teneo Partners)
6 – The Investment Process
Steve Bernstein (Lone Star Funds)
7 – Deal Valuation & Performance Measurement
Len Umantz 
8 – Portfolio Management
Rohit Agarwal (PE Investor and Advisor)
9 – Risk Management
Under construction
10 – Business Management and Fund Administration
Brian Pietranonio
11 – Governance & Compliance
Derek McGibney (Cognitive GRC)
12 – Responsible Investing
Yuni Choi

 

 

Private Equity Learning Pathway participants receive free membership of the IPI Professional Network. This global network provides a number of benefits including our Speaker Series sessions held online.

We invite industry professionals to talk for 60 minutes or so about their specialist subject, including a Q&A where the audience can directly ask the speakers any questions. The sessions are hosted on Zoom and accessed via the Learning Management System, Canvas. IPI Professional Network members are invited to all the sessions, which generally take place every two weeks, and participants can interact with the program founders, speakers and audience.

The webinars take place in the evening in Asia, lunchtime in Europe and breakfast time in the US. All sessions are also recorded, for members who can’t log in during the live session.

The Speaker Series is intended to address subjects that can’t be covered in the core curriculum, including topical items and panels, further Private Equity functions, and regionally specific drill-downs. We regularly feature Private Equity executives to learn from their real life stories, and we cover a wide variety of topical subjects.

 

IPI is renowned for its networking, bringing course participants together with alumni, teachers and industry professionals around the world.

Our networking events usually take the form of Networking Cocktails, where our community gathers to meet new people, reconnect with old friends and, frequently, to do business… Many valuable relationships have been forged at these events, and we encourage everyone to bring business cards!

The networking events are held regularly in global financial services centres, with participants being invited to all events regardless of their home location, and we often welcome travelling alumni in the cities they are visiting.

We are also often able to get our students invitations to other institutions’ events in many cities, with participants receiving free or reduced rate admission. This is a great opportunity to learn more about your industry and to extend your network beyond the course itself.

As our community grows beyond the major financial centres, we hope to extend the networking events to new places.

 

Entry Requirements

Applications are generally accepted from professionals in the financial services industry, Private Equity, and supporting service providers.

 

We offer two payment options:

Option 1 – Single payment for the full pathway – US$ 3,000

Option 2 – We offer a 3-payment option of 3 x US$ 1,100

*  Please note that the above fees are exclusive of sales taxes (eg VAT) which may be due in your location. Sales taxes will be added to your invoice as appropriate.

 

 

How long do I have to finish the Private Equity Pathway?  

Once you enrol, you are free to work at your own pace. You have 12 months to finish the Pathway.

Are there exams?  

The core modules have short multiple choice questions to help test your knowledge.

Who are the Instructors?

The instructors and guest speakers are all industry professionals.  We select them based on their knowledge and expertise.

When I finish the course, will I receive a certificate?

Yes, after finishing the Pathway you will receive a Certificate of Completion from Inflection Point Intelligence. This is an Executive Education professional award.

Are there any Alumni groups I can join?

Yes, we really encourage networking in person and online and recommend all our successful students join the IPI Professional Network.

Can I list this course on my Linkedin Page?

Yes definitely. You can also find many of our alumni this way.

How long does each module take to complete? 

We have found that it takes on average between 2 and 6 hours to complete each module. Some modules are longer and some shorter, and the time needed also depends on your experience in the relevant function and how much you wish to drill down into the subject.

How do I access the curriculum?

We use a learning platform called Canvas, provided by Instructure. You will be able to access all the material as well as communicate with other students and instructors.   https://www.instructure.com/canvas/

Are there networking opportunities (offline and online)? 

Yes. Networking with peers and industry experts is a core part of our pathway. In cases where this can be done in person we invite students to industry networking events and even hold our own cocktails in many cities.  Online, you will receive free membership for one year of the IPI Professional Network.

If I have questions during the course, who can I contact? 

Lisa So is our global head of Operations and Administration. She is always ready to help, and you can reach her at lisa.so@ipi-edu.com.